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Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #148,322 out of 819,158 TipRanks' Investors
Success Rate
57%
41 out of 72
profitable transactions
Average Return
42.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 26.86%
6-Month Return▲ 78.06%
12-Month Return▲ 181.26%
YTD Return▲ 56.28%
Total Return▲ 235.94%

Best Trade

Opened at
Closed at-
Gain▲ 820.00%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 10.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.96%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.61%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 26.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.23%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.24%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.68%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 21.16%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 10.29%
▼ 1.80%▼ 5.57%▼ 11.96%
▲ 1.84%▼ 0.87%▲ 3.61%
▲ 12.20%▲ 6.28%▲ 26.28%
▲ 6.24%▲ 5.14%▲ 13.23%
▲ 27.91%▲ 2.30%▲ 3.24%
▲ 4.87%▲ 2.05%▲ 2.68%
▲ 9.23%▲ 2.67%▲ 21.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IonQ
▲ 175.89%
4
Sell
Sep 13, 2025
Exelixis
▲ 48.40%
3
Close
Sep 13, 2025
Carrier Global
▲ 0.71%
5
Close
Sep 13, 2025
Vertiv Holdings
▲ 45.58%
3
Sell
Sep 13, 2025
Apple
▲ 25.96%
4
Sell
Sep 13, 2025
MARA Holdings
▼ 5.87%
5
Close
Sep 13, 2025
Amazon
▲ 69.77%
2
Sell
Sep 13, 2025
scPharmaceuticals
4.46%
▲ 91.58%
5
Buy
Sep 12, 2025
Rigetti Computing
33.91%
▲ 435.03%
2
Buy
Sep 12, 2025
Amprius Technologies Inc
13.99%
▲ 53.95%
2
Buy
Sep 12, 2025
SEALSQ Corp
17%
▲ 46.17%
1
Buy
Sep 12, 2025
Invesco PHLX Semiconductor ETF
1.98%
▲ 37.58%
4
Buy
Jul 02, 2025
Schwab US Dividend Equity ETF
1.22%
▼ 16.60%
5
Buy
Jul 02, 2025
Navitas Semiconductor
2.78%
▲ 234.13%
1
Buy
May 15, 2025
Ardelyx
▼ 16.84%
3
Close
May 13, 2025
AbCellera Biologics
▼ 2.48%
3
Sell
Apr 18, 2025
Intellia Therapeutics
▼ 37.09%
3
Sell
Apr 18, 2025
Citius Pharmaceuticals
▼ 18.66%
2
Close
Apr 18, 2025
Altus Power
▲ 45.91%
2
Close
Apr 17, 2025
Strata Critical Medical
11.31%
▲ 117.24%
2
Buy
Apr 17, 2025